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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $247,377 | $135,956+82.0% | $123,894+99.7% | $273,972-9.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.77% | 56.63%-51.9pp | 47.52%-42.7pp | 41.46%-36.7pp |
| Employer contribution / active EE | $11,098 | $5,170+114.7% | $4,617+140.4% | $4,869+127.9% |
| Participant deferral / active EE | $11,911 | $6,343+87.8% | $5,984+99.0% | $5,287+125.3% |
| Admin fee / account holder | $2,320 | $9,817-76.4% | $8,357-72.2% | $10,133-77.1% |